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Home > Retirement Planners > new york > white plains > DYNAMIC TRADING MANAGEMENT, LLC.
DYNAMIC TRADING MANAGEMENT, LLC.
245 Main Street 4th Floor
White Plains, New York 10601
Tel: 914-220-9404
About DYNAMIC TRADING MANAGEMENT, LLC.
DYNAMIC TRADING MANAGEMENT, LLC, formally registered with the SEC as DYNAMIC TRADING MANAGEMENT, LLC. The firm was established in 12/11/2006. They have over 1 offices throughout the country.
DYNAMIC TRADING MANAGEMENT, LLC. is a White Plains, New York based Financial Planning firm with nearly $53,200,000 assets under management, offering retirement planning & investment advisory services to 123 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142638 |
| SEC# | 801-67375 |
| Assets Managed by Firm | $53,200,000 |
| No. of Clients | 123 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 123 | $53,200,000 |
| Individuals (other than high net worth individuals) | 30 | $4,700,000 |
| High net worth individuals | 45 | $46,000,000 |
| Pension and profit sharing plans | 1 | $1,800,000 |
| Corporations or other businesses | 1 | $700,000 |
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